We help high income clients to reduce tax liabilities by making large retirement plan contributions

See how much you or your client could contribute & save on taxes

Financial Advisors and CPAs nationwide work with us to offer Defined Benefit and Cash Balance Plans for 1-10 person companies – over 3500 plans opened.

Our plan consultants set up and administer plans to meet the contribution objectives of small business owners and individuals with high self-employment income. It’s all they do, every day.

Getting Started

1

Identify Client and
Run Illustration or
Call 866-269-2706 for Custom Proposal

2

Present Illustration to
Client – We can be on the Call

3

Dedicated DB Refines
Plan Design to Meet
Client Objectives

4

Client Approves and
Signs Prepared
Documents

5

Advisor Opens
Investment Accounts

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OnePersonPlus Advisor Program Overview

Explore the benefits of OnePersonPlus for you and your clients

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Doctors & Dentists DB Presentation

Use this presentation customized for medical professionals

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Learn the basics of defined benefit plans

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ADVISOR ROADMAP

Follow these steps to deliver the benefits of a OnePersonPlus Defined Benefit Plan

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ORDER CLIENT BROCHURES

We’ll send you 10 Free DB and Cash Balance Client

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WHITE PAPER: NEW FLEXIBILITY IN DB PLANS

A well-designed plan accomodates business changes

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Dedicated Defined Benefit Services has set up 3500 IRS-approved retirement plans for Professionals, Small Business Owners, and Individuals with Self-employment Income.

You may qualify to turn huge tax savings into retirement wealth. Are you a solo practitioner or business owner with 1-10 employees and able to contribute a significant amount of earned income for 3-5 years?

Getting Started with a Defined Benefit or Cash Balance Plan

2

Talk to a Dedicated DB consultant to tailor the plan to meet your objectives

3

Complete Plan Questionnaire & Send Payment

4

Sign Retirement Plan Documents

5

Open Investment Account(s)

BUSINESS OWNER RESOURCES

ONEPERSONPLUS PROGRAM HIGHLIGHTS FOR BUSINESS OWNERS

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Roadmap for Opening A Plan

Follow these steps to benefit from a OnePersonPlus Defined Benefit

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Whitepaper: Introduction to Defined Benefit Plans

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REVIEW A SAMPLE CASH BALANCE + 401(k) ILLUSTRATION

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USE THIS FORM TO REQUEST A PERSONALIZED ILLUSTRATION

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Typical Defined Benefit Clients

Understand how our clients use defined benefit plans

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Estimate how much you or your client could save on taxes with our DB calculator Try it now

See if you or your client qualify for Defined Benefits Learn More

Questions about opening new plans

Call toll free at: 1 (866) 269 - 2706
(Monday to Friday, 9.30am-8pm ET) or Send us a message